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- [News] ByteDance Reportedly Turns to TSMC on in-house AI Chips to Cut Purchase Cost on NVIDIA
- [News] US and Japan on the Verge of Deal to Restrict Chip Technology Exports to China
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Monthly Archives: May 2023
Competitors Turn Partners: Exploring Tesla and BYD’s Collaboration
Tesla, the world’s leading electric vehicle (EV) manufacturer, has announced its collaboration with BYD, a leading player in the EV and battery industry. The partnership involves Tesla incorporating BYD’s lithium iron phosphate (LFP) blade batteries into the rear-wheel-drive entry-level version …
Posted in Automotive Technologies, Emerging Technologies, Energy, Lithium Battery and Energy Storage
Tagged BYD, CATL, Model Y, Tesla
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CHIPS Act Again, PSMC Captured Orders rerouted from HuaHong Foundry Business
Over the past few years, the US Department of Commerce has imposed export restrictions and the CHIPS Act, causing political tensions to rise between China and the US. To mitigate geopolitical risks, customers are beginning to diversify the proportion of …
Posted in DRAM, NAND Flash, Semiconductors, Wafer Foundries
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Upstream Material And Component Price Reductions Have Led To A Decline In Module Prices And A Significant Recovery In Cell Profitability
After the Chinese holidays, solar-related materials continued to decline, with the exception of module prices which remained nearly flat. Prices for other materials such as cells, wafers, and polysilicon all decreased. Polysilico Polysilicon prices have continued to decline since the …
Posted in Energy, Solar PV
Tagged battery, G12, M10, Polysilicon, PV price, solar, wafer
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Thailand Poised to Become the Main PCB Production Hub Amid Geopolitical Upheaval
Global PCB market revenue will decline by 3.4% in 2023 due to low demand for consumer electronics, reaching around USD 80.5 billion, down from approximately USD 83.3 billion in 2022. However, the industry is expected to rebound, with a potential …
A Deep Dive into China’s Leading Foundries Amidst US Restrictions
The risks associated with the United States’ suppression of China’s semiconductor industry and the ongoing tension in China-US relations continue to permeate the supply chain. However, most customers of foundries are adopting a cautious approach, either maintaining a wait-and-see attitude …